AUMdb

Credit Agricole Corporate And Investment Bank 401(k) Savings Plan

Sponsored by Credit Agricole Corporate And Investment Bank · EIN 362813095 · Plan #005

Total assets
$484M
Net assets
$484M
Active participants
857
With balances
1,649

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fleurus Investment Advisory, Llc CRD 172257 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $169,214
Fleurus Investment Advisory Ll Investment advisory (participants), Direct payment from the plan $5,651
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $1,922